Destiny Money Management provides financial planning and investment advisory services. Destiny offers comprehensive financial plans covering various aspects of a client's finances, including asset allocation, securities recommendations, insurance needs, retirement planning, and tax planning. Destiny also offers investment advisory services, providing non-discretionary securities recommendations based on a client's objectives and risk tolerance. Destiny also conducts financial literacy webinars, seminars and workshops.
Fee Structure
Destiny Money Management provides non-discretionary investment recommendations. Clients are responsible for executing the recommendations themselves. Destiny offers an optional monthly review of your investments for $35 per month, providing a written report with recommendations.